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  • Nanook Navigator - Managing Cases - Advisors - One Page

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    Jex
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    This document provides instructions for advisors to manage student cases from the staff home page in 5 steps: 1) Click on the cases icon and select a case to view or manage, 2) Primary advisors update case ownership within 3 days, 3) Reach out to the student, 4) Provide any case updates by adding comments, 5) Choose a case outcome and comments, and close the case within 2 weeks. Advisors can also close multiple cases at once by checking boxes and selecting an outcome.

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    Nanook Navigator- Managing Cases - Advisors - One page

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    This document provides instructions for advisors to manage student cases from the staff home page in 5 steps: 1) Click on the cases icon and select a case to view or manage, 2) Primary advisors update case ownership within 3 days, 3) Reach out to the student, 4) Provide any case updates by adding comments, 5) Choose a case outcome and comments, and close the case within 2 weeks. Advisors can also close multiple cases at once by checking boxes and selecting an outcome.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    17 views1 page

    Nanook Navigator - Managing Cases - Advisors - One Page

    Uploaded by

    Jex
    This document provides instructions for advisors to manage student cases from the staff home page in 5 steps: 1) Click on the cases icon and select a case to view or manage, 2) Primary advisors update case ownership within 3 days, 3) Reach out to the student, 4) Provide any case updates by adding comments, 5) Choose a case outcome and comments, and close the case within 2 weeks. Advisors can also close multiple cases at once by checking boxes and selecting an outcome.

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    © All Rights Reserved
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    of 1

    Cases

    Advisors-Viewing & Managing Cases (One Page)


    Managing a Case From Staff Home Page
    Role 8. Click on close case within individual the case.
    1. On the Staff Home page, click on the cases icon on the left-side panel.

    2. Click on “Manage Case” for the student case you would like to view, add
    comments to or close.
    a. You can also close multiple cases at the same time on the cases
    window by checking the boxes, clicking “Actions” and click “Close”.
    *Note: if you close multiple cases they will need to be the same
    outcome and final comment (optional). If you click assign, this will
    3. Primary advisor update the case ownership (within 3 business days) and remove all currently assigned staff.
    save. Do not remove an owner.
    a. Secondary advisor, if you do not see an advisor comment or case
    owner from the primary advisor after 3 business then claim the
    case.

    9. Choose 1 outcome of the case and provide any final comments


    4. Reach out to the student (use the key on pages 5-10 in the full guide) (optional) (use the key on pages 5-10 in the full guide).
    5. To view alerts and cases on student profiles see steps here (pg. 2).
    6. Provide any updates in the student case by adding comments.

    7. Provide outreach, manage case and close within 2 weeks of the case open
    date.
    Full case management guide here and video.

    Need assistance? See more resources at https://uaf.edu/gs/nanooknavigator/ or contact jrskipper@alaska.edu.

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